Irvin Solomon Urken
Financial Advisor|CLTC®
Personal
You might call me the George Bailey of Princeton. I was born here, made friends and stayed. I've served my town with two terms on the borough council and my neighbors through Northwestern Mutual.
My family used to own a hardware store. When people came in, they knew I'd give good advice and find the right product. That's still my goal.
But since 2002, my products have been insurance plans I wish I'd known about in my hardware days. Insurance can help small businesses in so many ways... buy-sell agreements, succession planning, is a 401(k) or bonus plan better for your business?
I've raised two kids and watched the cost of a college education go from $3,000 a year when they were born to $64,000. I can show you insurance plans that can give your children cash for college—and life.
I've spoken to groups of young doctors and played a crucial role in the financial well-being of many.
I've worked with colleagues that hold the Certified Financial Planner designation here at the Savino group to develop financial plans for my clients.
I can show you plans and products I wish I'd seen when I was experiencing what you are now.
Please get in touch.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Good Grief
I serve on the board of Good Grief, a 5013c . Good Grief’s mission is to provide unlimited and free support to children, teens, young adults, and families after the death of a mother, father, sister, or brother through peer support programs, education, and advocacy.
Professional
I come from a business background with over 25 years running a retail business I know the things that business people should know and do. Paying yourself first, buy sell agreements, employee benefits, exit strategies and succession planning. These are all components of not just a business's success, they may very well determine if the business will succeed into the future. I've been there- let me help you
Years of Experience
Representing Northwestern Mutual since 2004.
Education
Middlebury College, Political Science (BA)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2014
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
